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State Street DoubleLine Total Return Tactical ETF

288 hedge funds and large institutions have $2.4B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 121 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 92

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.37B → $2.4B (+$28.6M)

0.24% more ownership

Funds ownership: 71.19%71.43% (+0.24%)

1% less funds holding

Funds holding: 290288 (-2)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
288
Holders Change
-2
Holders Change %
-0.69%
% of All Funds
6.32%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.75%
New
27
Increased
121
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
251
Strategic Blueprint
Georgia
$50K +$49.6K +1,010 New
RFA
252
Reilly Financial Advisors
California
$49K
MA
253
MCF Advisors
Kentucky
$48K +$1.38K +28 +3%
CFGS
254
Concourse Financial Group Securities
Alabama
$47K -$150K -3,048 -76%
SF
255
Synovus Financial
Georgia
$47K
HGWM
256
Harvest Group Wealth Management
Massachusetts
$47K +$14.7K +299 +45%
AP
257
Atwood & Palmer
Missouri
$45K
TIM
258
Tortoise Investment Management
New York
$45K
PA
259
Parallel Advisors
California
$45K +$98 +2 +0.2%
SAM
260
Shamrock Asset Management
Texas
$44K -$49.1K -1,000 -53%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$43K +$344 +7 +0.8%
Deutsche Bank
262
Deutsche Bank
Germany
$39K +$11.5K +233 +40%
GTAM
263
Global Trust Asset Management
Florida
$35K
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$35K
FGAM
265
Financial Gravity Asset Management
Texas
$28K -$12K -245 -30%
SFS
266
Sowell Financial Services
Arkansas
$26K +$25.6K +521 New
ASN
267
Advisory Services Network
Georgia
$23K
SFA
268
Semmax Financial Advisors
North Carolina
$22K
VRM
269
Vectors Research Management
New York
$20K
EFSCE
270
Enterprise Financial Services Corp (EFSC)
Missouri
$19K
JFA
271
JNBA Financial Advisors
Minnesota
$18K
TFA
272
Toth Financial Advisory
Virginia
$17K
SSB
273
Sandy Spring Bank
Maryland
$16K +$15.5K +316 New
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$15K -$1.62K -33 -10%
ARMC
275
American Research & Management Company
Massachusetts
$15K

TOTL Hedge Fund Activity: Q3 2019 in Review

288 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2019, worth a combined $2.4B — up 1.2% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TOTL positions and 25 closed out — a net gain of 2 holders — while 121 added to existing stakes and 92 trimmed.

The largest buyer was Global Financial Private Capital, adding an estimated $35.8M. The largest seller was PHH Investments, exiting entirely with an estimated $34.7M sold.

  • 288 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2019, down from 290 in Q2 2019.
  • Funds reported $2.4B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2019, up 1.2% quarter-over-quarter.
  • 27 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2019 and 25 closed out, a net change of +2 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2019 was Global Financial Private Capital, an estimated $35.8M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2019 was PHH Investments, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2019.